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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,889 | $64,920-41.6% | $103,693-63.5% | $86,983-56.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 14.43% | 30.29%-15.9pp | 47.61%-33.2pp | 25.83%-11.4pp |
| Employer contribution / active EE | $660 | $2,141-69.2% | $2,920-77.4% | $2,584-74.5% |
| Participant deferral / active EE | $3,319 | $3,241+2.4% | $4,579-27.5% | $4,194-20.8% |
| Admin fee / account holder | $14,478 | $6,191+133.8% | $7,858+84.2% | $7,856+84.3% |